13F-HR filed by Maytus Capital Management, LLC
Maytus Capital Management, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 65 holding rows worth $542,919,135.
- Accession
- 0001420506-25-002009
- Filer
- CIK 1708759
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 65 entries on the cover page, a total value of $542,919,135 stated on the cover page (in dollars after the unit check, H1), rows summing to $542,919,135 with VALUE read as dollars as filed, 13F file number 028-18992. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| MasterCard, Inc | 57636Q104 | COM | 76,013 | $42,714,745 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 59,729 | $29,709,802 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 145,874 | $23,046,633 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 30,632 | $22,609,173 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 69,430 | $19,138,380 | dollars as filed | |
| KLA CORP | 482480100 | COM | 19,830 | $17,762,524 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 235,078 | $15,968,849 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 72,450 | $15,042,069 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 18,094 | $14,251,377 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 60,500 | $13,273,095 | dollars as filed | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 32,584 | $13,257,778 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 126,698 | $12,332,783 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 86,051 | $12,210,637 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 156,523 | $11,632,789 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 48,619 | $11,583,963 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 14,495 | $11,122,593 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 114,930 | $10,925,246 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 35,800 | $10,230,208 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 32,298 | $10,139,634 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 67,141 | $9,690,461 | dollars as filed | |
| TRIP COM GROUP LTD ADS | 89677Q107 | ADR | 163,727 | $9,600,951 | dollars as filed | |
| ISHARES INC MSCI STH KOR ETF | 464286772 | MSCI STH KOR ETF | 129,140 | $9,269,669 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 45,464 | $8,903,215 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 17,105 | $8,769,391 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 38,326 | $8,379,213 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 101,808 | $8,280,045 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 51,244 | $7,999,701 | dollars as filed | |
| CERIDIAN HCM HLDG INC | 15677J108 | COM | 135,589 | $7,510,275 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 158,034 | $7,166,842 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 108,618 | $6,950,466 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 193,590 | $6,942,137 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 122,657 | $6,428,453 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 20,392 | $6,412,876 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 28,415 | $6,358,425 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 144,332 | $6,245,246 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 19,905 | $6,053,111 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 188,846 | $5,742,807 | dollars as filed | |
| JABIL INC COM | 466313103 | Stock | 25,099 | $5,474,092 | dollars as filed | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 76,930 | $5,388,947 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 54,130 | $4,757,486 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 13,310 | $4,665,022 | dollars as filed | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 55,106 | $4,647,089 | dollars as filed | |
| WARNER MUSIC GROUP CORP | 934550203 | COM CL A | 169,400 | $4,614,456 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 94,399 | $4,270,611 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 42,240 | $4,222,733 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 34,500 | $3,610,770 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 13,963 | $3,442,019 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 9,800 | $3,430,784 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 22,660 | $3,411,916 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 29,931 | $3,394,475 | dollars as filed | |
| WIX COM LTD SHS | M98068105 | Stock | 21,274 | $3,371,078 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 15,873 | $3,333,171 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 158,813 | $2,903,102 | dollars as filed | |
| JUNIPER NETWORKS INC | 48203R104 | COM | 72,408 | $2,891,251 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 2,674 | $2,749,086 | dollars as filed | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 31,686 | $2,717,391 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 120,000 | $2,454,000 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 25,341 | $2,372,678 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 33,000 | $2,289,540 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 9,060 | $2,156,461 | dollars as filed | |
| CHIME FINL INC COM SHS CL A | 16935C109 | Stock | 59,950 | $2,068,875 | dollars as filed | |
| CIRCLE INTERNET GROUP INC | 172573107 | COM CL A | 8,800 | $1,595,352 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 8,250 | $1,200,045 | dollars as filed | |
| VOYAGER TECHNOLOGIES INC | 92892B103 | COM CL A | 27,830 | $1,092,328 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 5,500 | $738,815 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-25-002009 | this filing | 2025-08-14 | acceptance time not in the bulk data set |